Estate Operations Analyst

Volt Information Sciences Inc

Jersey City, NJ

JOB DETAILS
SKILLS
Accidental Death and Dismemberment (AD&D), Analysis Skills, Artificial Intelligence (AI), Automation, Brokerage, Cross-Functional, Customer Experience, Detail Oriented, Disbursements, Documentation, Employee Assistance Plan, Equal Employment Opportunity (EEO), Establish Priorities, Financial Services, Legal, Legal Documents, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Multitasking, Onboarding, Operational Audit, Operations Processes, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Project/Program Management, Quality Metrics, Regulations, Regulatory Compliance, Regulatory Requirements, Short Messaging Service (SMS), Standard Operating Procedures (SOP), Strategic Planning, Time Management, Writing Skills
LOCATION
Jersey City, NJ
POSTED
30+ days ago

Move Forward With VOLTVolt is immediately hiring forEstate Operations AnalystinJersey City NJ.As an Estate Operations Analyst you willThe Estate Operations Analyst plays a key role in ensuring the accurate and timely settlement of client accounts following the passing of client. This role involves reviewing estate-related legal documentation processing distributions to beneficiaries or estate heirs and adhering to standard operating procedures. The ideal candidate demonstrates strong attention to detail can manage tasks with a high level of accuracy and is effective at collaborating with cross-functional teams to deliver a seamless client experience during a sensitive time.Key Responsibilities-Evaluate estate-related and customer account documentation such as death certificates will Letters Testamentary Letters of Administration and other court issued documents to ensure proper handling and transference of client assets-Execute timely and accurate disbursements of funds and assets to beneficiaries heirs or the estate in accordance with legal instructions and internal procedures-Ensure all work is completed in compliance with established SOPs regulatory requirements and internal quality standards.-Perform all responsibilities with a focus on accuracy and attention to detail minimizing errors and rework.-Complete and submit all daily reporting tasks to ensure transparency status tracking and timely completion of estate items.-Work closely with internal stakeholders which include Service Partners Client Onboarding Operations Retirement Operations and the Gains and Losses team to facilitate end-to-end processing.-Maintain a compassionate and professional approach when handling sensitive client matters and ensure a respectful experience for heirs and estate representatives.-Support strategic plans that enhance productivity through process efficiencies and automationRequirements-Basic Internship or up to 1 year experience in the financial services industry 1 years-Knowledge in MS Office including Excel required Word required and Power Point required-Preferred Brokerage retirement estate and beneficiary services experience desirable.-Analytical thinker with excellent written and verbal communication Detail oriented with strong organizational skills-Ability to manage multiple projects prioritize tasks and work against multiple deadlines and objectives-Adaptable to dynamic work environments and priorities-Demonstrate ownership and sense of urgency in resolving inquiries and issues-Proven effectiveness in fast-paced demanding client-driven environment.-Ability to perform and deliver within tight deadlines-A challenging and inquiring mind-Attention to detail and tenacityPreferred Skills-Experience with process transformation or operational efficiency initiatives-Experience with tools such as Alteryx Excel macroVBA or similar platforms to support workflowprocess automation and data-driven process improvementThis is a Contract OpportunityPay Rate25.00-28.35per hour based onskill levelPay range offered to a successful candidate will be based on several factors including the candidates education work experience work location specific job duties certifications etc.Qualified candidates shouldAPPLY NOWfor immediate consideration Please hit APPLY to provide the required information and we will be back in touch as soon as possible.BenefitsVolt offers benefits based on eligibility that include the following health dental vision term life short term disability AD&D 401k Sick time and other types of paid leaves as required by law Employee Assistance Program EAP.Voltis an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Volt is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race color religion or belief national origin citizenship social or ethnic origin sex age physical or mental disability veteran status marital status domestic partner status sexual orientation or any other status protected by the statutes rules and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment please emailhr_deptvolt.comor call 866 -898-0005. Please indicate the specifics of the assistance needed.Voltdoes not discriminate against applicants based on citizenship status immigration status or national origin in accordance with 8 U.S.C. § 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance the Los Angeles Fair Chance Initiative for Hiring Ordinance and other applicable laws.By applying for this job you agree to receive calls AI-generated calls text messages or emails from VOLT and its affiliates and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy atvolt-information-sciences-privacy-policy.pdf

About the Company

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Volt Information Sciences Inc